• Job Description

  Req#: 89337BR
  The Senior Event Planner plans and ensures execution of firm meetings, training and events which includes the following responsibilities:
  • Main point of contact for the Business Owner:
    • Responsible for establishing and maintaining relationships with event business owners throughout the firm
    • Attend meetings with the business owners to gather meeting requirements, provide templates and updates, and provide expertise and knowledge around T&EM to the business owner.
    • Proactively conduct an annual planning process with business owners.
    • Hold business owners accountable for the agreements that have been set.
    • Educate business owners on the process and guidelines.
    • Manage and lead projects as needed.
  • Lead planning for events:
    • Responsible for planning variety of events that may include large scale of 500+ attendees, Home Office events, training classes, senior leadership meetings, etc.
    • CVENT registration build & hybrid needs, including mobile app
    • Outline and establish project plans/timelines and communicate to stakeholders to implement event details.
    • Work with the other teams (Execution, Service, Data/Reporting) on meeting and reporting requirements and knowledge about the event. Bring in other team members as appropriate.
    • Providing industry knowledge and trends best suited for event type and audience
    • Review event details (e.g. agendas, lists)
    • Oversee on-site support
    • Make recommendations for site and vendor selection and negotiate one-time contracts as needed (e.g. guest speakers, production, hotels, etc.)
    • Manage the costs of the event against cost projections and communicate appropriately
    • Conduct event and space planning (take requirements and transfer them into available space)
    • Conduct post-event evaluations to determine how future events could be improved
  Travel and Event Management Activities :
  • Work with leadership and the team to set event best practices
  • Identify and implement operational efficiencies by collaborating with leadership and the department.
  • Establish best practices, Standard Operating Procedures (SOPs) and Written Supervisory Procedures (WSPs) in collaboration with leadership and team
  • Assist leadership in shaping department strategy through a full understanding of the firms vision to identify long term impact.
  • Appropriately escalate situations to department leadership
  Communication and Collaboration Activities:
  • Communicate to appropriate stakeholders for all decisions.
  • Positively represent the department outside with project and committee contributions as needed
  • Collaborate with Event Planners to ensure consistency and share best practices
  Self and Other Developmental Activities:
  • Build self and department performance management skills by engaging in development activities (e.g. observations, soliciting and providing feedback, etc.)
  • Mentor Event Planners
  • Engage in Firm's efforts in Diversity and Inclusion
  • Participate in industry opportunities such as events, webinars, podcasts, etc.

• About the company

  Edward D. Jones & Co.,

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